POIIX vs. OAKIX

In the year-to-date period, POIIX achieves a 5.13% return, which is significantly lower than OAKIX's 17.95% return.

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POIIX has a 1.03% expense ratio, which is lower than OAKIX's 1.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Polen International Growth Fund (POIIX) and Oakmark International Fund (OAKIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current POIIX Sharpe Ratio is 0.13, which is lower than the OAKIX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of POIIX and OAKIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

POIIX's dividend yield for the trailing twelve months is around 0.43%, less than OAKIX's 2.09% yield.

The maximum POIIX drawdown since its inception was -38.81%, smaller than the maximum OAKIX drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for POIIX and OAKIX.

Polen International Growth Fund (POIIX) has a higher volatility of 4.31% compared to Oakmark International Fund (OAKIX) at 3.44%. This indicates that POIIX's price experiences larger fluctuations and is considered to be riskier than OAKIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.